SPYV icon

SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

850 hedge funds and large institutions have $18.4B invested in SPDR Portfolio S&P 500 Value ETF in 2024 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 359 increasing their positions, 288 reducing their positions, and 70 closing their positions.

Holders
850
Holders Change
+12
Holders Change %
+1.43%
% of All Funds
12.32%
Holding in Top 10
137
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.79%
% of All Funds
1.99%
New
95
Increased
359
Reduced
288
Closed
70
Calls
$12.2M
Puts
$366K
Net Calls
+$11.9M
Net Calls Change
-$2.54M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.68B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$127M
3
MYIA
3
Mount Yale Investment Advisors
Colorado
$68.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$255M
5
OWA
5
Octavia Wealth Advisors
Ohio
$68.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$210M
2
Morgan Stanley
2
Morgan Stanley
New York
$501M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$148M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
HI
5
Horizon Investments
North Carolina
$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
101
Rodgers & Associates
Pennsylvania
$25.1M +$107K +2,136 +0.4%
AWM
102
Avior Wealth Management
Nebraska
$25M +$1.16M +23,081 +5%
FCAS
103
First Command Advisory Services
Texas
$24.1M -$1.89M -37,724 -7%
AA
104
Alesco Advisors
New York
$24M -$21.3M -424,314 -47%
MFG
105
Merit Financial Group
Georgia
$24M +$683K +14,110 +3%
BOPW
106
Brandywine Oak Private Wealth
Pennsylvania
$23.5M +$1.38M +27,638 +6%
GWM
107
Geneos Wealth Management
Colorado
$23.2M +$593K +11,837 +3%
PWPS
108
Pinnacle Wealth Planning Services
Ohio
$22.6M -$118K -2,364 -0.5%
WWM
109
Western Wealth Management
Colorado
$22.4M -$1.93M -38,526 -8%
CF
110
Convergence Financial
Missouri
$22.4M -$2.51M -50,080 -10%
TFGT
111
TS Financial Group (TSFG)
Illinois
$22M +$7.25M +144,741 +49%
CA
112
CGN Advisors
Kansas
$21.9M +$3.48M +69,412 +19%
HWM
113
Horizon Wealth Management
Illinois
$21.3M +$3.49M +69,723 +20%
WCM
114
Windsor Capital Management
Arizona
$21.2M -$117K -2,341 -0.6%
EWM
115
Executive Wealth Management
Michigan
$20.9M +$628K +12,621 +3%
YCG
116
Yeomans Consulting Group
Georgia
$20.8M -$2.94M -58,751 -12%
MD
117
Money Design
Japan
$20.8M -$3.2M -63,814 -13%
MWM
118
MBE Wealth Management
Wisconsin
$20.8M +$19.3M +385,623 +1,314%
HG
119
Harbor Group
New Hampshire
$20.7M +$780K +15,561 +4%
MSRI
120
Michael S. Ryan Inc
New York
$20.6M +$1.76M +35,074 +9%
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
$20.3M +$1.3M +26,000 +7%
VH
122
Visionary Horizons
Tennessee
$20.1M +$771K +16,098 +4%
SWP
123
Stratos Wealth Partners
Ohio
$19.9M +$5.04M +100,541 +34%
AWA
124
Alta Wealth Advisors
Massachusetts
$19.9M +$862K +17,199 +5%
GRP
125
Global Retirement Partners
California
$19.9M +$1.53M +30,487 +8%
3 4
5
6 7